Senior Finance Consultant jobs at Wells Fargo - 37 jobs

Our Planning team is part of the J.P. Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office, focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Advisors and Online Investing platform. We are seeking someone who will be responsible for determining the technology investment strategy for the Wealth Management business, building multi-year investment roadmaps for key strategic initiatives, tracking specific deliverables, prioritizing all projects in the book of work and managing that process across all business and technology stakeholders to ensure transparency on the process at all levels of the organization. You will help set and manage expectations for how we engage our clients, empower our employees, optimize our systems and transform our products to deliver balanced business outcomes. As a Vice President in JPMWM PXT Finance & Business Management, you will understand Wealth Management's strategic priorities, guide the execution of intake processes, inform technology investments plans that may influence financial outcomes, maintain visibility into the health of the portfolio, and identify and help drive process improvements. You will work in partnership with key stakeholders spanning the Business, Finance, Technology, Digital, Operations, Strategy, and Field Management to deliver a seamlessly integrated and unified investment plan. Additionally, you will be working across all lines of business, functions and levels of the organization with key partners including, but are not limited to other Product/Platform Owners, Line of Business and Tech Portfolio Management teams, Business Management, Technology Leaders, Digital, and Finance. Job responsibilities Engage closely with cross-functional stakeholders to drive investments that achieve business and client needs, while meeting critical deadlines and key control standards Develop proper governance models, meeting cadence, and presentations for strategic level communications Drive disciplined performance management through the tracking and assessment of key performance indicators and financial benefits enabling transparency into achievement of long terms goals of our product and platforms and to inform more frequent budget allocation decisions Align with product delivery teams to ensure coordinated intake processes for product and technology teams and transparency of backlog delivery and change management across products, platforms, and lines of business Partner with Product and Platform teams to develop and implement reporting that measures value drivers, spend, team performance trends, future team productivity predictions, and skill set needs assessments Drive JPMWM's transformation and partner with other portfolio managers to evolve from demand management, the current toolset, and processes into an agile, autonomous product centric environment Required qualifications, capabilities, and skills Bachelor's degree 7+ years relevant Financial Services experience Strong leader and change agent passionate about partnering with the JPMWM Product and Platform owners on driving results in a more autonomous product centric environment Superior expertise in business planning; ability to partner with technology, finance, and product/platform teams to drive balanced business outcomes using agile product development techniques Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Finance, Executive Management) Knowledge of Wealth Management, technology systems, and interdependencies with technology based solutions Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time Ability to influence and advise senior management Business savvy and commercial judgment Highly organized with excellent partnership and communication skills Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Our Business Management team acts as a trusted advisor to the Home Lending Consumer Origination Sales organization by analyzing complex data, innovating reporting, presenting insights to executives, and providing financial insights to business and finance executive leaders. Join our dynamic team and help drive success by leveraging your expertise in leadership, financial acumen, business management, data analysis, process improvement, and presentations. As a Business Management Vice President in the Home Lending Consumer Originations Finance & Business Management (F&BM) team, you will be responsible for playing a critical role in shaping the future of our business by leveraging your analytical and communication skills to provide insights, synthesizing complex information, and delivering presentations to senior leaders. The Home Lending Consumer Originations Finance & Business Management (F&BM) team acts as strategic advisors to business leaders, providing real-time insights and supporting key business initiatives and decisions. You will have the opportunity to drive operational success, optimization, and profitability by collaborating with teams across the business and leveraging their deep understanding of key business drivers, revenue and expense streams, and financial analysis. Job Responsibilities: Support the Home Lending Consumer Origination Sales organization enhancements as we grow to achieve targeted share growth. Support the Home Lending Sales organization as a business manager across many key strategic initiatives including staffing, production, and sales compensation Guide development of business key drivers, profitability, sales scorecards, channel optimization strategies, and other ad hoc reporting Collaborate effectively across many key stakeholder groups to drive analyses of new business initiatives and tracking of outcomes Prepare insightful, high quality Senior Management presentations Provide support for continuous ad hoc requests, routine reporting, and innovation initiatives across the business Required Qualifications, Capabilities, and Skills: Bachelor's degree in Business, Finance, Economics, or other related area 6+ years of relevant experience in product, Business Management, or COO Energetic and dynamic in style, highly motivated self-starter with excellent time management/prioritization skills Be comfortable in a time-pressured and high-profile position which is instrumental in assisting/advising senior management. Present well to senior and global business heads Able to forge strong internal relationships across a broad range of functions Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Able to both define and deliver to conclusion a strategic agenda across multiple groups Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Excellent project management and organizational skills with attention to detail with logical thought process Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210661961 JobSchedule: Full time JobShift: Day : Our Planning team is part of the J.P. Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office, focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management, J.P. Morgan Advisors and Online Investing platform. We are seeking someone who will be responsible for determining the technology investment strategy for the Wealth Management business, building multi-year investment roadmaps for key strategic initiatives, tracking specific deliverables, prioritizing all projects in the book of work and managing that process across all business and technology stakeholders to ensure transparency on the process at all levels of the organization. You will help set and manage expectations for how we engage our clients, empower our employees, optimize our systems and transform our products to deliver balanced business outcomes. As a Vice President in JPMWM PXT Finance & Business Management, you will understand Wealth Management's strategic priorities, guide the execution of intake processes, inform technology investments plans that may influence financial outcomes, maintain visibility into the health of the portfolio, and identify and help drive process improvements. You will work in partnership with key stakeholders spanning the Business, Finance, Technology, Digital, Operations, Strategy, and Field Management to deliver a seamlessly integrated and unified investment plan. Additionally, you will be working across all lines of business, functions and levels of the organization with key partners including, but are not limited to other Product/Platform Owners, Line of Business and Tech Portfolio Management teams, Business Management, Technology Leaders, Digital, and Finance. Job responsibilities * Engage closely with cross-functional stakeholders to drive investments that achieve business and client needs, while meeting critical deadlines and key control standards * Develop proper governance models, meeting cadence, and presentations for strategic level communications * Drive disciplined performance management through the tracking and assessment of key performance indicators and financial benefits enabling transparency into achievement of long terms goals of our product and platforms and to inform more frequent budget allocation decisions * Align with product delivery teams to ensure coordinated intake processes for product and technology teams and transparency of backlog delivery and change management across products, platforms, and lines of business * Partner with Product and Platform teams to develop and implement reporting that measures value drivers, spend, team performance trends, future team productivity predictions, and skill set needs assessments * Drive JPMWM's transformation and partner with other portfolio managers to evolve from demand management, the current toolset, and processes into an agile, autonomous product centric environment Required qualifications, capabilities, and skills * Bachelor's degree * 7+ years relevant Financial Services experience * Strong leader and change agent passionate about partnering with the JPMWM Product and Platform owners on driving results in a more autonomous product centric environment * Superior expertise in business planning; ability to partner with technology, finance, and product/platform teams to drive balanced business outcomes using agile product development techniques * Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Finance, Executive Management) * Knowledge of Wealth Management, technology systems, and interdependencies with technology based solutions * Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time * Ability to influence and advise senior management * Business savvy and commercial judgment * Highly organized with excellent partnership and communication skills Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Are you ready to drive results and shape the future of Business Banking at one of the world's most respected financial institutions? Join our Business Banking Sales Finance team as an Executive Director, where you'll lead with vision, influence key business outcomes, and support a national salesforce of over 3,000 bankers. This is a high-visibility, high-impact role-perfect for a strategic, proactive leader who thrives on complexity and autonomy. As an Executive Director in Business Banking Field Finance you will lead a high-performing team responsible for delivering insightful reporting and analysis that influences business results. You will champion process improvements and automation initiatives to drive efficiency and reduce cycle times. In this role, you will oversee strategic projects and collaborate closely with Field Finance peers and partners across the broader Business Bank Finance organization. Your primary focus will be on reporting and analyzing the growth and productivity of the business banking salesforce, providing actionable financial insights that shape key decisions. You will serve as a trusted advisor to the Business Banking Field CFO and Business Management partners, offering critical input into the drivers of Business Banking outcomes and helping to steer the business toward continued success. Job Responsibilities: Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team. Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy. Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities. Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders. Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making. Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results. Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards. Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people. Anticipate needs, take initiative, and act decisively to move the business forward. Required qualifications, capabilities, and skills: Deep financial acumen and a passion for solving complex problems with data-driven insights Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives Energized by ambiguity and the opportunity to create and implement new processes and analyses 8+ years of progressive leadership in Finance, Analytics, or Business Management Bachelor's Degree in Finance, Statistics, Accounting, or related field Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation Strong analytical, problem-solving, and planning skills Experience with process improvement, automation, and working with Product teams Excellent written, verbal, and presentation skills; ability to tell a story with data Highly organized, detail-oriented, and solutions-focused Preferred qualifications, capabilities, and skills: Direct report management preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Are you ready to drive results and shape the future of Business Banking at one of the world's most respected financial institutions? Join our Business Banking Sales Finance team as an Executive Director, where you'll lead with vision, influence key business outcomes, and support a national salesforce of over 3,000 bankers. This is a high-visibility, high-impact role-perfect for a strategic, proactive leader who thrives on complexity and autonomy. As an Executive Director in Business Banking Field Finance you will lead a high-performing team responsible for delivering insightful reporting and analysis that influences business results. You will champion process improvements and automation initiatives to drive efficiency and reduce cycle times. In this role, you will oversee strategic projects and collaborate closely with Field Finance peers and partners across the broader Business Bank Finance organization. Your primary focus will be on reporting and analyzing the growth and productivity of the business banking salesforce, providing actionable financial insights that shape key decisions. You will serve as a trusted advisor to the Business Banking Field CFO and Business Management partners, offering critical input into the drivers of Business Banking outcomes and helping to steer the business toward continued success. **Job Responsibilities:** + Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team. + Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy. + Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities. + Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders. + Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making. + Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results. + Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards. + Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people. + Anticipate needs, take initiative, and act decisively to move the business forward. **Required qualifications, capabilities, and skills:** + Deep financial acumen and a passion for solving complex problems with data-driven insights + Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment + Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives + Energized by ambiguity and the opportunity to create and implement new processes and analyses + 8+ years of progressive leadership in Finance, Analytics, or Business Management + Bachelor's Degree in Finance, Statistics, Accounting, or related field + Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation + Strong analytical, problem-solving, and planning skills + Experience with process improvement, automation, and working with Product teams + Excellent written, verbal, and presentation skills; ability to tell a story with data + Highly organized, detail-oriented, and solutions-focused **Preferred qualifications, capabilities, and skills:** + Direct report management preferred Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

JobID: 210687506 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,000.00-$125,000.00;Jersey City,NJ $88,000.00-$125,000.00;Columbus,OH $72,000.00-$100,000.00;Plano,TX $76,000.00-$117,000.00 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Finance & Business Management at JPMorganChase The Office of the Chief Financial Officer (OCFO) is a firmwide function that provides support to manage the business processes, systems, infrastructure and strategy that help sustain and drive the firm's operations and performance. OCFO consists of Global Finance & Business Management, Treasury/Chief Investment Office, Control Management, the Chief Administrative Office and Firmwide Business Resiliency. There are about 16,000 colleagues around the globe within OCFO who work together to support the firm's lines of businesses and functional areas.. What We Look For You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. You must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex issues in an organized and articulate manner. The ability to build and maintain good clients and colleague relationships is a crucial requirement of the program. Prior experience in an accounting or finance team in a corporate environment is highly beneficial.

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: Bachelor's degree in Accounting Minimum 3+ years of related experience Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues General Ledger, financial reporting and month end close responsibilities experience Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Excellent desktop/spreadsheet/database skills Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: Existing relationships and networks within the firm's Investment Bank community an advantage

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. Responsibilities * Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities * Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls * Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing * Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable * Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams * Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change Required Qualifications, Skills, and Capabilities * Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) * 1 plus years accounting or industry experience * Experience with financial reporting and month end close responsibilities & understanding of financial products * Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies * Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups * A growth mindset with a passion for learning and building strong professional networks * Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data * Proficient desktop/spreadsheet/database skills Preferred qualifications, capabilities and skills * Alteryx, Databricks and/or other automation technologies * Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements * Understanding of Mortgage and / or Auto Capital Markets

JobID: 210698119 JobSchedule: Full time JobShift: Day : The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: * Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards * Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency * Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: * Bachelor's degree in Accounting * Minimum 3+ years of related experience * Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues * General Ledger, financial reporting and month end close responsibilities experience * Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage * Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups * Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems * Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies * Excellent desktop/spreadsheet/database skills * Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment * Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: * Existing relationships and networks within the firm's Investment Bank community an advantage

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. **Responsibilities** + Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities + Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls + Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing + Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable + Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams + Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change **Required Qualifications, Skills, and Capabilities** + Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) + 1 plus years accounting or industry experience + Experience with financial reporting and month end close responsibilities & understanding of financial products + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups + A growth mindset with a passion for learning and building strong professional networks + Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data + Proficient desktop/spreadsheet/database skills **Preferred qualifications, capabilities and skills** + Alteryx, Databricks and/or other automation technologies + Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements + Understanding of Mortgage and / or Auto Capital Markets JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. **Job responsibilities:** + Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards + Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency + Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business **Required qualifications, capabilities, and skills:** + Bachelor's degree in Accounting + Minimum 3+ years of related experience + Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues + General Ledger, financial reporting and month end close responsibilities experience + Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage + Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups + Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Excellent desktop/spreadsheet/database skills + Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment + Excellent verbal and written communication skills **Preferred qualifications, capabilities, and skills:** + Existing relationships and networks within the firm's Investment Bank community an advantage JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. Responsibilities Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change Required Qualifications, Skills, and Capabilities Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) 1 plus years accounting or industry experience Experience with financial reporting and month end close responsibilities & understanding of financial products Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups A growth mindset with a passion for learning and building strong professional networks Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data Proficient desktop/spreadsheet/database skills Preferred qualifications, capabilities and skills Alteryx, Databricks and/or other automation technologies Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements Understanding of Mortgage and / or Auto Capital Markets

Are you ready to drive results and shape the future of Business Banking at one of the world's most respected financial institutions? Join our Business Banking Sales Finance team as an Executive Director, where you'll lead with vision, influence key business outcomes, and support a national salesforce of over 3,000 bankers. This is a high-visibility, high-impact role-perfect for a strategic, proactive leader who thrives on complexity and autonomy. As an Executive Director in Business Banking Field Finance you will lead a high-performing team responsible for delivering insightful reporting and analysis that influences business results. You will champion process improvements and automation initiatives to drive efficiency and reduce cycle times. In this role, you will oversee strategic projects and collaborate closely with Field Finance peers and partners across the broader Business Bank Finance organization. Your primary focus will be on reporting and analyzing the growth and productivity of the business banking salesforce, providing actionable financial insights that shape key decisions. You will serve as a trusted advisor to the Business Banking Field CFO and Business Management partners, offering critical input into the drivers of Business Banking outcomes and helping to steer the business toward continued success. Job Responsibilities: Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team. Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy. Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities. Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders. Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making. Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results. Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards. Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people. Anticipate needs, take initiative, and act decisively to move the business forward. Required qualifications, capabilities, and skills: Deep financial acumen and a passion for solving complex problems with data-driven insights Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives Energized by ambiguity and the opportunity to create and implement new processes and analyses 8+ years of progressive leadership in Finance, Analytics, or Business Management Bachelor's Degree in Finance, Statistics, Accounting, or related field Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation Strong analytical, problem-solving, and planning skills Experience with process improvement, automation, and working with Product teams Excellent written, verbal, and presentation skills; ability to tell a story with data Highly organized, detail-oriented, and solutions-focused Preferred qualifications, capabilities, and skills: Direct report management preferred

JobID: 210698242 JobSchedule: Full time JobShift: : Are you ready to drive results and shape the future of Business Banking at one of the world's most respected financial institutions? Join our Business Banking Sales Finance team as an Executive Director, where you'll lead with vision, influence key business outcomes, and support a national salesforce of over 3,000 bankers. This is a high-visibility, high-impact role-perfect for a strategic, proactive leader who thrives on complexity and autonomy. As an Executive Director in Business Banking Field Finance you will lead a high-performing team responsible for delivering insightful reporting and analysis that influences business results. You will champion process improvements and automation initiatives to drive efficiency and reduce cycle times. In this role, you will oversee strategic projects and collaborate closely with Field Finance peers and partners across the broader Business Bank Finance organization. Your primary focus will be on reporting and analyzing the growth and productivity of the business banking salesforce, providing actionable financial insights that shape key decisions. You will serve as a trusted advisor to the Business Banking Field CFO and Business Management partners, offering critical input into the drivers of Business Banking outcomes and helping to steer the business toward continued success. Job Responsibilities: * Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team. * Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy. * Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities. * Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders. * Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making. * Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results. * Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards. * Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people. * Anticipate needs, take initiative, and act decisively to move the business forward. Required qualifications, capabilities, and skills: * Deep financial acumen and a passion for solving complex problems with data-driven insights * Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment * Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives * Energized by ambiguity and the opportunity to create and implement new processes and analyses * 8+ years of progressive leadership in Finance, Analytics, or Business Management * Bachelor's Degree in Finance, Statistics, Accounting, or related field * Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation * Strong analytical, problem-solving, and planning skills * Experience with process improvement, automation, and working with Product teams * Excellent written, verbal, and presentation skills; ability to tell a story with data * Highly organized, detail-oriented, and solutions-focused Preferred qualifications, capabilities, and skills: * Direct report management preferred

This leader will be part of the Consumer Analytics & Advisory (CAA) team, primarily responsible for either leading a project team of analysts as an engagement manager or serving as high level individual contributor for a project that leverages a deep data-driven expertise to drive solutions. This role must establish priorities for the project team, assign and define the work to the right resources within the team, and understand the strengths and opportunities of the team to ensure the group meets and exceeds expectations. May be responsible for leading multiple projects simultaneously, including organizational initiatives. Responsibilities Lead a team of consultants and analysts for both development and execution of strategic initiatives across the Consumer Bank Provide solutions based on “connecting the dots” leveraging business insights to align, develop, and build holistic strategies and solutions that align with LOB priorities and consider knowledge of cross-LOB interdependencies Translate data into clear narratives, recommendations, and presentations to Executive & LOB Management teams which include actionable recommendations that improve the business Provide thought leadership within and beyond engagement teams Collaborate with other analytics teams across the Consumer Bank to leverage expertise on LOB strategies, decision sciences, and analytics data assets Promote the benefits of quantitative techniques and analysis Challenge the thought process and statistical methods applied by the team and test the rigor of the work the team has done Identify the appropriate use of analytical techniques and deploy problem solving frameworks, even in areas with no prior experience Actively listen to stakeholders and know when to probe for further information Lead and participate in efforts to enrich the Consumer Bank's analytical capabilities Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Education Qualifications Bachelor's Degree Finance, Business Analytics, Computer Science, Mathematics, or other analytically related discipline (required) Experience Qualifications A minimum of 5 years Analytical experience in consulting, business, or related field (required). A minimum of 3 years experience in financial services (preferred). A minimum of 3 years experience in leading teams to develop impactful business strategies based on analysis (preferred). Experience working with multiple consumer banking products (ex: deposits, credit cards, home loans, etc.) and multiple functional areas (ex: acquisitions, product strategy, customer management, etc.) (preferred) Experience translating complex data into clear narratives and presentations for senior level leaders (required) Demonstrated experience in test design (control groups, A/B/n, multivariate, etc.) (preferred) Experience leveraging digital analytics platform technologies such as Adobe Analytics (or related platform) (preferred) Familiarity SQL, R, or Python (preferred) Tactical Skills Excellent oral and written communication skills Detailed knowledge and expertise in Data Analytics software applications Advanced Microsoft Office Suite skills Experience in leading high-impact, cross-functional projects Experience in delivering Senior Management Level presentations Strong time-management and organizational skills Personal Skills Collaboration Critical Thinking Decision Making Problem Solving Resilience Practical Skills Analytical Thinking Business Acumen Data Analysis Oral & Written Communication Systems Thinking Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Travel Occasional travel to include overnight stay. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/06/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

We are looking for a talented individual to help provide dedicated support to the Midwest Division. If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you! As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. Job responsibilities Collaborate with the broader Field Finance & Business Management team, provides analytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region's performance from every relevant perspective Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team Perform regular and ad hoc analysis in support of financial and strategic goals Prepare business review materials Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting Contribute to national initiatives Required qualifications, capabilities, and skills Bachelor's degree in Finance-related field 2+ years relevant Financial Services experience Outstanding written and verbal communication Proficiency in Microsoft Office and other financial applications; experience with Tableau Knowledge and understanding of financial principles and ability to link results to activities Ability to work collaboratively and develop strong relationships across the organization Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time Business savvy and commercial judgment Some travel may be required

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description This position is responsible for the acquisition, expansion and retention of new Payment business, including Merchant, Treasury Management and Card products. Job duties include: Contact existing and prospective clients to provide consultative advice on the business cash conversion cycle, working capital management and internal processes to develop Payment business. In collaboration with Business Banking Relationship Managers, manage relationships with existing clients to ensure proper servicing and structure of accounts and to expand existing business. Conduct receivables and payables business operating cycle analyses for identified client and prospective client relationships. Provide consultative and insightful feedback to clients. Provide product/service recommendations to create process efficiencies and provide other business flow benefits to the client or prospect. Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. Meet or exceed assigned sales and revenue goals and retention objectives. May assist in the structuring of new or modified Payment services and oversee the proper implementation of those services. Build relationships in the community and engage with local organizations. Identify business development opportunities as well as ways for U.S. Bank to make a difference in the communities we call home. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five to seven years of related experience Preferred Skills/Experience - Thorough knowledge of Treasury Management and Payments business, products and services - Well-developed and proven sales and new business development skills - Strong client service and relationship skills - Effective verbal and written communication skills, and the ability to work independently - Active listening and problem-solving skills - Ability to teach customers how to use digital technology Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office loc If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Partners with Commercial Real Estate (CRE) & Real Estate Structured Finance (RESF) Deposit & Payment Solution (DPS) Relationship Managers to engage prospective clients, offering tailored, consultative guidance on optimizing cash flow processes and implementing best practices. Builds and nurtures strong relationships with existing customers to drive business growth and ensure exceptional service delivery. Leads impactful sales presentations, showcasing cutting-edge cash management solutions to educate and inspire clients. Identifies opportunities to sell additional U.S. Bancorp products and services that align with customer needs. Collaborates with leadership to craft innovative market strategies and establish clear, ambitious sales objectives. Committed to achieving and surpassing all assigned sales and revenue retention goals. Basic Qualifications * Bachelor's degree, or equivalent work experience * 10 or more years of related experience Preferred Skills/Experience * Experience working with Commercial Real Estate and/or Real Estate Structured Finance clients is preferred. * Extensive knowledge of treasury management products * Thorough knowledge of the organization and its products, services and operations * Strong sales and new business development skills * Excellent customer service/relations skills * Excellent presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Partners with Commercial Real Estate (CRE) & Real Estate Structured Finance (RESF) Deposit & Payment Solution (DPS) Relationship Managers to engage prospective clients, offering tailored, consultative guidance on optimizing cash flow processes and implementing best practices. Builds and nurtures strong relationships with existing customers to drive business growth and ensure exceptional service delivery. Leads impactful sales presentations, showcasing cutting-edge cash management solutions to educate and inspire clients. Identifies opportunities to sell additional U.S. Bancorp products and services that align with customer needs. Collaborates with leadership to craft innovative market strategies and establish clear, ambitious sales objectives. Committed to achieving and surpassing all assigned sales and revenue retention goals. Basic Qualifications + Bachelor's degree, or equivalent work experience + 10 or more years of related experience Preferred Skills/Experience + Experience working with Commercial Real Estate and/or Real Estate Structured Finance clients is preferred. + Extensive knowledge of treasury management products + Thorough knowledge of the organization and its products, services and operations + Strong sales and new business development skills + Excellent customer service/relations skills + Excellent presentation, verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (************************************************* . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $133,365.00 - $156,900.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**